Reports in Fundraising Software

Reports are important not just when you want a listing of your donors, but also to double-check your entry of the latest batch of donations, and to analyze giving patterns and the effectiveness of past fundraising campaigns.

Every fundraising area has a need for both operational and management reports. If you have pledges, it is helpful to be able to see a projection of payments coming in over the next several months or years. If your organization has a membership program, you need to be able to analyze new, renew, rejoin, and lapsed figures. Those who use Tributes often include In-Memory-Of listings in a newsletter. FundRaiser can print all these easily and quickly.

All three FundRaiser programs produce basic donation and donor reports. Donation reports are needed to double-check the day's (or week's) entries, to give to the bookkeeper, and to examine totals for specific fundraising efforts. Donor reports can be used to look over the members of a grouping that you plan to mail to, or to give to board members who have agreed to visit major donors, or to give to a group of volunteers who are conducting a phonathon.

FundRaiser Select and Professional have more reports and more options. Not only do the basic donation and donor reports have more variations and options, but there are more management and analytical reports available, especially in Professional. Of course, each of the major modules (like Pledges and Memberships) has its own suite of reports as well.

With FundRaiser Select and Professional you can also design your own reports, with a simplified "user-defined reports" section. Need a custom report that is beyond your abilities to create? We'll build it for you as part of our Annual Maintenance Plan program.